CIK: 0001733082
申告総資産額
$11.4億
上位200銘柄を表示中（全231銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | 株式-エネルギー | 7.53% | +2.14% | +0.42% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.76% | -0.41% | -0.56% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.58% | -1.05% | +0.02% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 5.13% | +1.24% | -0.07% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.80% | -0.48% | +1.59% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.47% | -0.23% | -0.28% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.34% | -0.24% | -1.01% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.27% | -0.32% | +1.91% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.20% | — | -1.43% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.95% | -0.23% | -0.49% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.69% | +0.29% | -2.19% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.60% | -0.10% | +0.23% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.59% | -0.20% | +0.19% | |
| 14 | ADP | Automatic Data Processing | 株式-IT | 1.50% | -0.24% | — | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.32% | — | +1.31% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.30% | — | +1.08% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.25% | -0.06% | -1.96% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.21% | -0.13% | — | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.18% | — | -1.06% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | -0.18% | +0.21% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.09% | — | -3.77% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.06% | — | -9.05% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 1.02% | -0.21% | -1.00% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.01% | — | -3.42% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | — | -13.14% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.94% | -0.07% | -1.35% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 0.93% | +0.03% | -4.73% | |
| 28 | DE | Deere & Co | 株式-資本財 | 0.92% | +0.13% | +0.13% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.91% | — | -1.27% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | +0.07% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.84% | -0.13% | +2.12% | |
| 32 | TGT | Target CORP | 株式-一般消費財 | 0.83% | — | -0.08% | |
| 33 | SYK | Stryker CORP | 株式-ヘルスケア | 0.79% | — | -0.14% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.77% | — | -0.31% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | +0.09% | -0.54% | |
| 36 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.69% | +0.11% | +2.76% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.68% | -0.09% | -0.56% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | -0.02% | |
| 39 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.64% | — | — | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | +0.10% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.62% | -0.54% | EXIT | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | -0.10% | — | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.57% | +0.05% | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | +0.10% | +1.15% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.56% | -0.13% | +943.91% | |
| 46 | BLKCHF | Blackrock INC | 株式-その他 | 0.55% | — | -0.32% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -1.51% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.51% | — | -1.13% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | -0.12% | -0.87% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | -0.05% | +0.79% |